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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 3777 LONG BEACH BLVD · LONG BEACH, CA 90807 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,308 | $32,425-40.5% | $74,577-74.1% | $55,167-65.0% |
| Participation rate | 33.1% | 54.0%-20.9pp | 68.1%-35.0pp | 69.0%-35.8pp |
| Annual return | 7.57% | 10.63%-3.1pp | 20.47%-12.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $623 | $1,043-40.3% | $2,525-75.3% | $1,963-68.2% |
| Participant deferral / active EE | $989 | $1,995-50.4% | $3,458-71.4% | $3,054-67.6% |
| Admin fee / account holder | $26 | $748-96.5% | $4,138-99.4% | $504-94.8% |